Aurora Investment Counsel’s John Hancock Financial Opportunities Fund BTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-73,601
| Closed | -$2.63M | – | 113 |
|
|
2024
Q4 | $2.63M | Sell |
73,601
-10,063
| -12% | -$359K | 1.44% | 14 |
|
|
2024
Q3 | $2.77M | Sell |
83,664
-5,615
| -6% | -$186K | 1.5% | 8 |
|
|
2024
Q2 | $2.5M | Buy |
89,279
+429
| +0.5% | +$12K | 1.47% | 9 |
|
|
2024
Q1 | $2.63M | Buy |
88,850
+2,089
| +2% | +$61.8K | 1.51% | 8 |
|
|
2023
Q4 | $2.21M | Buy |
86,761
+5,159
| +6% | +$131K | 1.44% | 7 |
|
|
2023
Q3 | $2.14M | Buy |
81,602
+3,199
| +4% | +$84K | 1.42% | 7 |
|
|
2023
Q2 | $2.1M | Buy |
78,403
+67,055
| +591% | +$1.8M | 1.35% | 6 |
|
|
2023
Q1 | $347K | Buy |
+11,348
| New | +$347K | 0.23% | 110 |
|
|
2018
Q1 | – | Sell |
-27,834
| Closed | -$1.1M | – | 110 |
|
|
2017
Q4 | $1.1M | Buy |
+27,834
| New | +$1.1M | 0.54% | 93 |
|
|
2014
Q4 | $2.32M | Buy |
98,249
+33,968
| +53% | +$800K | 1.43% | 16 |
|
|
2014
Q3 | $1.43M | Sell |
64,281
-20
| -0% | -$444 | 0.94% | 55 |
|
|
2014
Q2 | $1.49M | Buy |
64,301
+2,620
| +4% | +$60.6K | 0.94% | 59 |
|
|
2014
Q1 | $1.49M | Buy |
61,681
+9,200
| +18% | +$221K | 0.95% | 61 |
|
|
2013
Q4 | $1.24M | Sell |
52,481
-915
| -2% | -$21.6K | 0.82% | 70 |
|
|
2013
Q3 | $1.15M | Hold |
53,396
| – | – | 0.83% | 66 |
|
|
2013
Q2 | $1.21M | Buy |
+53,396
| New | +$1.21M | 0.94% | 63 |
|